Serve as the technical/product bridge between customers, sales, and product: run discovery and demo calls, capture requirements, configure onboarding and integrations, feed product insights to engineering, and support adoption to demonstrate ROI.
bout Us
At Metaprise, we’re building the world’s first Financial Operating System — an AI Agent–powered platform that unifies Accounts Receivable, Accounts Payable, Contract Management, SmartFlow Automation, and Cash Management into a single intelligent hub.
We help enterprises eliminate operational gaps between financial tools, giving them total control over data flow and cash flow. Backed by real customers in the US and global expansion momentum, we’re scaling fast and looking for builders who thrive in high-growth, high-impact environments.
The Role
We’re looking for an Solutions Engineer to be the technical and product bridge between our customers, sales, and product teams.
In this role, you’ll join discovery calls and demo sessions with prospective customers, uncover their real business needs, and translate them into actionable insights for our product and engineering teams. You’ll ensure every new customer has a smooth, value-driven onboarding experience that sets the stage for long-term success.
This role is ideal if you’re passionate about both technology and customer success — someone who loves solving complex business problems, shaping product direction, and helping enterprises get the most out of innovative AI-powered financial tools.
What You’ll Do
Participate in discovery & demo calls: Collaborate with Sales to understand prospects’ workflows, pain points, and requirements during early-stage conversations.
Uncover customer needs: Ask the right questions, document requirements, and translate business language into clear product insights.
Design onboarding pathways: Help configure initial setups, integrations, and workflows that show customers how Metaprise solves their real problems.
Act as the voice of the customer: Provide structured feedback and feature requests to the Product team, helping guide roadmap priorities.
Bridge Sales & Product: Ensure handoffs are seamless — Sales closes the deal, and Product gets clear requirements for implementation.
Support successful adoption: Work closely with early customers to validate use cases, optimize workflows, and showcase measurable ROI.
What We’re Looking For
2–5 years of experience in solution engineering, onboarding, customer success engineering, or pre-sales — ideally in B2B SaaS, FinTech, or automation software.
Strong communication skills — you can talk to CFOs about business goals and to engineers about APIs and integrations.
Ability to capture complex customer requirements and translate them into product specs.
Hands-on with demos and technical onboarding — you’re comfortable configuring tools, setting up integrations, or running test workflows.
Proficiency with CRM (HubSpot/Salesforce) and SaaS tools; familiarity with ERPs, AR/AP, or financial automation is a plus.
Analytical and structured thinker — you know how to connect customer needs with product capabilities.
Startup mindset — proactive, adaptable, and excited to work across functions in a fast-moving environment.
Why Join Us
Be at the intersection of Sales, Product, and Customer Success in a high-growth AI & FinTech startup.
Influence the product roadmap directly based on customer feedback.
Competitive salary + performance bonus + stock options.
Work closely with founders and leadership, playing a pivotal role in shaping how customers adopt Metaprise.
How to Apply
Send your resume and a quick note about a time you successfully turned a complex customer requirement into a smooth onboarding or product implementation to [email protected].
Metaprise New York, New York, USA Office
New York, NY, United States
Similar Jobs
Fintech • Information Technology • Software • Financial Services
Partner with account executives in enterprise pre-sales by addressing technical requirements, delivering customized demonstrations, building UAT environments, managing proof-of-concept exercises, conducting architecture and security reviews, and scoping solutions for implementation handoff. The role requires collaborating across sales, product, engineering, and professional services while supporting fintech and banking customers with identity, fraud, credit, and compliance solutions.
Top Skills:
APIsAWSCurlEncryptionObject-Oriented ProgrammingPostmanSso
.png)
Artificial Intelligence • Big Data • Software • Analytics • Business Intelligence • Big Data Analytics
Build and lead Hex’s technical partner enablement function for SI and consulting partners. Responsibilities include creating certification curricula, workshops, sandbox environments, demo libraries, technical collateral, onboarding programs, trainings, architecture reviews, proof-of-value support, and technical objection handling. The role also channels partner feedback to Product and Engineering, tracks enablement metrics, and supports partner-led pipeline. Travel of approximately 25–30% is required.
Top Skills:
DatabricksDbtFivetranHexPythonSnowflakeSQL
Artificial Intelligence • Machine Learning • Natural Language Processing • Software • Conversational AI
Deploy and integrate Deepgram’s voice AI platform for enterprise restaurant customers. Lead technical discovery, architecture, configuration, go-live, troubleshooting, and optimization across APIs, SDKs, webhooks, cloud infrastructure, POS systems, and customer technology stacks. Build reusable deployment tools, playbooks, and reference architectures while translating customer challenges into product improvements. Serve as a trusted technical partner to customer leadership, engineering teams, Sales, Product, and Engineering, with up to 50% customer travel.
Top Skills:
Ai Coding ToolsAPIsCloud InfrastructureConversational AiNlpSdksSpeech-To-TextText-To-SpeechVoice AiWebhooks
What you need to know about the NYC Tech Scene
As the undisputed financial capital of the world, New York City is an epicenter of startup funding activity. The city has a thriving fintech scene and is a major player in verticals ranging from AI to biotech, cybersecurity and digital media. It also has universities like NYU, Columbia and Cornell Tech attracting students and researchers from across the globe, providing the ecosystem with a constant influx of world-class talent. And its East Coast location and three international airports make it a perfect spot for European companies establishing a foothold in the United States.
Key Facts About NYC Tech
- Number of Tech Workers: 549,200; 6% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Capgemini, Bloomberg, IBM, Spotify
- Key Industries: Artificial intelligence, Fintech
- Funding Landscape: $25.5 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Greycroft, Thrive Capital, Union Square Ventures, FirstMark Capital, Tiger Global Management, Tribeca Venture Partners, Insight Partners, Two Sigma Ventures
- Research Centers and Universities: Columbia University, New York University, Fordham University, CUNY, AI Now Institute, Flatiron Institute, C.N. Yang Institute for Theoretical Physics, NASA Space Radiation Laboratory
